SEC 13F Intelligence

Islet Management, LP / TDG

Islet Management, LP’s Transdigm Group Inc Position

Does Islet Management, LP own Transdigm Group Inc (TDG)? Not currently — the last reported position was 35.0K shares worth $23M in Q2 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$23M
Q2 2021
Shares
35.0K
% of Portfolio
+0.62%
Quarters Held
5
position exited

Position History TDG

Reported value by quarter
Q1 ’19: $35MQ1 ’19Q2 ’19: $32MQ2 ’19Q3 ’19: $26MQ3 ’19Q4 ’19: $10MQ4 ’19Q2 ’21: $23MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202135.0K$23M+0.62%
Q4 201917.5K$10M+0.91%
Q3 201950.0K$26M+3.25%
Q2 201966.0K$32M+3.65%
Q1 201977.5K$35M+4.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Islet Management, LP’s full portfolio or all institutional holders of TDG.